Create a Report to display a list of attendees for an event

created February 28, 2013 19:16

If you have Salesforce integration enabled for a given event that is collecting attendee information, you may choose to create a Report in Salesforce which provides a list of attendees for an event. This Report can then be linked to from the Campaign page layout for all Soapbox Registration Campaign Record Types.

This may have been setup as part of the Soapbox Events for Salesforce package installation process. If not, you may follow these steps to add it at any time.

NOTE: If this Report and button have been added to your Salesforce instance but it is not appearing on your Campaign layout, confirm that the Campaign record you are viewing is of type Soapbox Registration. If it isn't, update the Campaign Record Type and view the layout again. If the button still does not appear, review the steps below to confirm proper setup.

Add the following in the main textarea at the bottom of the page, replacing <> matches the Salesforce “pod” (typically something like “na14”) in your Salesforce web address, and replacing <> with the Salesforce ID for the Ticket List report you made earlier.

https://<>.salesforce.com/<>?pv0={!Campaign.Name}

Click Save button

Place the Tickets Report button on the Soapbox Registration Campaign page layout to allow admins to quickly collect view a list of attendees for an event

Go to Setup > Customize > Campaigns > Page Layouts

Click the Edit link in the row containing the Soapbox Registration Campaign Layout

Drag the Tickets Report button to the Custom Buttons landing zone on the page layout

This process assumes that all Campaign names are unique, which in some cases, is not true. So, when we run the report, it combines multiple campaigns and their subsequent tickets into one report. Is there a way (aside from renaming our campaigns) to utilize the campaign ID or maybe the start date to filter? I have been unsuccessful in finding a work around.